OJAI FESTIVALS LTD (EIN 952122508) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

ARA GUZELIMIAN

Phone

8056462094

Tax Period

2023-09-01 to 2024-08-31

OJAI FESTIVALS LTD, founded in 1947, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.4M in total revenue in fiscal year 2023. Expenses of $2.3M left a modest 4% surplus.

Mission

HAILED AS A CREATIVE MUSIC LABORATORY, THE OJAI MUSIC FESTIVAL HAS NURTURED MANY OF THE MOST IMPORTANT ARTISTS AND COMPOSERS TO INTERNATIONAL PROMINENCE FOR OVER 70 YEARS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,567,326

Program Service Revenue $592,111

Investment Income $177,674

Other Revenue $52,390

TOTAL REVENUE $2,389,501

Expense Breakdown

Grants Paid $0

Salaries & Benefits $581,710

Fundraising Expenses $267,004

Program Expenses $1,766,276

Other Expenses $1,703,139

TOTAL EXPENSES $2,284,849

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,389,501	$2,376,892	+0.0%
Expenses	$2,284,849	$1,922,026	+0.2%
Net Income	$104,652	$454,866	-0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

384

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$108,335

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHRYN KRAUSE	SECRETARY	5.00	Officer Director	$0	$0	$0
JERROLD L EBERHARDT	CHAIR	5.00	Officer Director	$0	$0	$0
NANCYBELL COE	DIRECTOR	1.00	Director	$0	$0	$0
BRIDGET TSAO-BROCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
FRED FISHER	DIRECTOR	1.00	Director	$0	$0	$0
BARRY SANDERS	VICE-CHAIR, GOVERNANCE	5.00	Officer Director	$0	$0	$0
MICHELE BRUSTIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHAN FARBER	DIRECTOR	1.00	Director	$0	$0	$0
MAURICE SINGER	DIRECTOR	1.00	Director	$0	$0	$0
JAMES BENNETT	DIRECTOR	1.00	Director	$0	$0	$0
RUTH ELIEL	DIRECTOR	1.00	Director	$0	$0	$0
GLENN MERCER	DIRECTOR	1.00	Director	$0	$0	$0
HOPE TSCHOPIK SCHNEIDER	TREASURER	5.00	Officer Director	$0	$0	$0
GREG GRINNELL	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS MCNALLEY	DIRECTOR	1.00	Director	$0	$0	$0
DON PATTISON	VICE-CHAIR DEVELOPMENT	5.00	Officer Director	$0	$0	$0
NEIL SELMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARGARET BATES MD	DIRECTOR	1.00	Director	$0	$0	$0
LAUREL CRARY	DIRECTOR	1.00	Director	$0	$0	$0
LUTHER LUEDTKE	DIRECTOR	1.00	Director	$0	$0	$0
ARA GUZELIMIAN	ARTISTIC AND EXECUTIVE DIR	40.00	Officer	$108,335	$0	$108,335
GINA GUTIERREZ	MANAGING DIRECTOR	40.00	Highest	$114,564	$205	$114,769

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,389,501	$2,284,849	$3,192,953	$104,652
2023	$2,376,892	$1,922,026	$3,018,883	$454,866
2022	$2,918,677	$2,609,334	$2,873,974	$309,343
2022	$2,918,677	$2,609,334	$2,873,974	$309,343
2021	$1,764,708	$1,030,485	$3,495,637	$734,223
2020	$1,524,736	$1,185,099	$2,323,751	$339,637
2019	$2,085,778	$2,346,757	$2,176,527	$-260,979

OJAI FESTIVALS LTD